Apple Q4 2026 Earnings Date Set for November 2

Apple is set to report its Q4 2026 financial results on November 2, giving investors a closer look at the company’s performance during the September quarter. Attention will likely center on iPhone sales, revenue growth, supply constraints, and the outlook from new CEO John Ternus.

Apple will release its results at 1:30 p.m. Pacific Time, followed by an earnings conference call at 2:00 p.m. Pacific Time. Ternus and CFO Kevan Parekh are expected to discuss the financial results, Apple’s business performance, and its outlook for the coming quarter. The company will also stream the call online.

First Earnings Report Under John Ternus

The upcoming earnings call will be an important milestone for Apple because it will be the first quarterly results presentation led by John Ternus as CEO.

Ternus became Apple’s CEO on September 1, succeeding Tim Cook. His first earnings call as CEO will give investors an opportunity to hear directly from Apple’s new leadership and learn more about the company’s priorities and product strategy. Investors will be particularly interested in Ternus’s comments about Apple’s future plans, product demand, and expectations for the next few quarters.

iPhone 18 Pro Sales in Focus

Apple’s fiscal fourth quarter covers June 28 through September 26, 2026. As a result, the earnings report will include the first portion of sales from the iPhone 18 Pro and iPhone 18 Pro Max.

Apple also introduced several other products during the quarter, including the Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5. Their contribution to Apple's overall revenue will also be closely watched.

The iPhone Duo, however, is expected to have little or no impact on the September-quarter results because its launch comes after the quarter ended. Its sales should become more significant in a subsequent earnings report.

Apple Expects Strong Revenue Growth

Apple previously projected 9% to 11% year-over-year revenue growth for the September quarter. The company also expected iPhone revenue to increase by a mid-teens percentage compared with the same quarter last year.

Apple generated approximately $102.5 billion in revenue during Q4 2025. If the company reaches the upper and lower ends of its projected growth range, Q4 2026 revenue could come in at roughly $111.7 billion to $113.7 billion. The final results will show whether Apple was able to meet those expectations despite currency fluctuations and supply-related challenges.

Supply Constraints and Memory Costs Remain Important

Investors will also be looking for updates on supply availability, component costs, and memory prices. Supply constraints can affect product availability, while higher component and memory costs could put pressure on Apple's margins. With the holiday shopping season approaching, Apple's comments on these issues could provide important clues about product demand and profitability.

The company's guidance for the December quarter could therefore be just as important as its September-quarter results.

What to Expect From Apple’s November 2 Earnings

Apple’s Q4 2026 earnings report should provide a clearer picture of the company's performance following the launch of its latest iPhone models and other new products. Investors are likely to focus on iPhone revenue, Services growth, profit margins, supply constraints, memory costs, and Apple's outlook for the upcoming holiday quarter.

The earnings report will also serve as an important early financial checkpoint for John Ternus as he begins his tenure as Apple CEO. Apple will release its Q4 2026 financial results on November 2 at 1:30 p.m. Pacific Time, followed by the earnings conference call at 2:00 p.m. Pacific Time.